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Documents, notes & files

Microsoft OneNote

Let your agent find and add notes in Microsoft OneNote during a call.

Connect Microsoft OneNote to AgentCalls and your agent can work with your notebooks while it talks to a caller. It can look up a page or section, copy a section into another notebook, and keep your team's notes in order without anyone opening the app. Your agent only uses the notebooks and sections you connect. The connection uses your own OneNote credentials, set up from your account settings in a few minutes.

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What your agent can do with Microsoft OneNote

  • Find pages and sections in the notebooks you connect while on a call
  • Copy a section into another notebook or section group for a client or project
  • Copy a page from one section to another so related notes stay together
  • Keep a shared notebook up to date after a call without manual entry

Microsoft OneNote exposes 83 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Client asks for last visit notes

  1. Caller

    Hi, I'm calling for Dana Mitchell. Can you pull up the notes from her last visit?

  2. Agent

    Of course. I can see Dana's notes from March 12. The fitting was adjusted and she asked for a follow-up in six weeks. Would you like me to read the details?

  3. Caller

    Yes, just the adjustment part, please.

  4. Agent

    The left sleeve was shortened by one inch. I've noted that you're calling today, so the team can have it ready.

New project notebook for a returning client

  1. Caller

    I'd like to start a new job for the Harper account, same as the kitchen project last year.

  2. Agent

    Sure. I'll copy the kitchen project section into the Harper notebook so the checklist and supplier list are ready for you.

  3. Caller

    Perfect. Can you add a note that the tile is already chosen?

  4. Agent

    Done. I've added the note to the new section, and it's ready for the site visit on Thursday at 9 a.m.

Follow-up call after a consultation

  1. Agent

    Hello, this is a follow-up for Omar Al Rashid about the consultation notes from Tuesday. Is now a good time?

  2. Caller

    Yes, go ahead.

  3. Agent

    Your notes list three options for the lease renewal. I've copied them to your shared Client Decisions section so your partner can review them before Friday.

  4. Caller

    Great, thank you.

How to connect Microsoft OneNote

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Microsoft OneNote

    From Integrations in the dashboard, choose Microsoft OneNote and enter the connection details from your Microsoft OneNote account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Microsoft OneNote actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does it work during the call or after it?

Both. Your agent can look up or add notes while the call is live, and it can also update notebooks once a call ends, such as after a booking or a follow-up.

What do I need to connect OneNote?

You need a Microsoft account with access to the notebooks you want to use. Sign in from the AgentCalls dashboard, and the agent will only reach the notebooks that account can see.

Which plan includes this integration?

Tool integrations, including Microsoft OneNote, are included from the Growth plan.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Microsoft OneNote.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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